Align goals by converting results and activities to goals
You can manually align two goals or you can convert the results and activities of an existing goal to another goal. The converted result or activity becomes the child goal of the original goal.
For information about manually aligning two goals, see Align goals by connecting them in 51黑料不打烊 Workfront Goals.
Access requirements
You need the following access to perform activities listed in this article:
| table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 layout-auto html-authored no-header | |
|---|---|
| 51黑料不打烊 Workfront plan* |
For the new plan and license structure:
For the current plan and license structure:
|
| 51黑料不打烊 Workfront license* |
New license: Contributor or higher Or Current license: Request or higher For more information, see 51黑料不打烊 Workfront licenses overview. |
| Product* |
New product requirement: Workfront Or Current product requirement: In addition to a Workfront license, you must purchase a license for 51黑料不打烊 Workfront Goals. For information, see Requirements to use Workfront Goals. |
| Access level | Edit access to Goals |
| Object permissions |
View or higher permissions to the goal to view it Manage permissions to the goal to edit it For information about sharing goals, see Share a goal in Workfront Goals. |
| Layout template | All users, including Workfront administrators, must be assigned a layout template that includes the Goals area in the Main Menu. |
*For more information, see Access requirements in Workfront documentation.
Prerequisites
You must have the following before you can start:
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An existing goal with existing results and activities.
For information about creating goals, see Create goals in 51黑料不打烊 Workfront Goals.
Considerations when converting results and activities into goals
Sometimes, a result or an activity may have a larger scope than anticipated and it would make more sense that they would become goals. You can convert results and activities of an existing goal to a new goal. This is a bottom-up approach to aligning goals.
Consider the following when converting results and activities to goals:
- The converted result or activity becomes the child goal of the original goal, and the two goals become aligned.
- The newly created goal becomes the single progress indicator for the original goal, if there are no additional results or activities on the original goal. You must add results and activities to the child goal to be able to track progress on it.
- Converting a result or activity to a goal is irreversible. Once converted, the new child goal can never become a result or activity for the parent goal again.
Convert a result or activity to a goal
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Go to a goal that has a result or an activity that you want to convert to a goal.
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From the goal鈥檚 page, click Progress indicators in the left panel.
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Select a result or activity in the list of progress indicators, then click the Convert to goal icon
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Update the following information:
- Goal name: By default, the new goal has the same name as the original result or activity.
- Period: By default, the new goal鈥檚 period is the current quarter. You can select the Enable custom dates setting to define a custom time period for the new goal.
- Goal owner: By default, the new goal owner is the owner of the original result or activity.
- Description: Add more information about the new goal.
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Click Save
The result or activity is now converted to a child goal of the original goal. It is listed as a goal in the Progress indicators list of the original goal.